A workspace is a self-contained environment for organizing teams and data around a specific project or process. Each workspace has its own members, records, files, settings, and permissions - completely isolated from other workspaces for security and focus.

You can create unlimited workspaces within your Blue account. There are no restrictions on the number of active workspaces, allowing you to organize work however makes sense for your organization.

Projects are time-bound initiatives with clear goals and deadlines (like launching a product or planning an event). Processes are ongoing operations without fixed end dates (like customer support or sales tracking). Both use the same workspace features but with different organizational approaches.

Yes! Each workspace can customize the terminology. You can rename 'Records' to Tasks, Tickets, Deals, Cases, Orders, or any term that matches your workflow. This helps teams use familiar language for their specific industry or process.

Only users who are specifically invited to a workspace can see its data. Workspaces are completely private by default - even organization administrators cannot see workspace content unless they're invited as members.

Yes! A user might be a Workspace Administrator in one workspace but a Team Member in another. Roles are assigned per workspace, allowing flexible permission management across your organization.

Workspace Administrators can invite new members through the People tab. Send invitations via email, set their initial role, and optionally include a welcome message. New members gain immediate access upon accepting.

Yes, you can invite external users with limited permissions like Client or View-Only roles. This allows secure collaboration with customers, vendors, or partners while maintaining control over what they can see and do.

Workspace Administrators can convert any workspace to a template through workspace settings. This preserves all structures, custom fields, automations, and settings as a reusable template for future workspaces.

Archived workspaces become read-only, preserving all data for future reference while removing them from active workspace lists. You can still access archived workspaces to view historical information but cannot make changes.

Yes! The copy function duplicates the entire workspace structure including custom fields, views, automations, and settings. You can choose whether to include records and files, making it easy to reuse successful workspace configurations.

Yes, but be careful - deletion is permanent and cannot be undone. Only Workspace Administrators can delete workspaces. We recommend archiving instead of deleting to preserve historical data.

Yes! Workspace settings allow you to enable or disable specific features like Chat, Wiki, Forms, or Automations. This helps create focused environments by showing only the tools each team needs.

Each workspace can have a custom color and icon that appears in the sidebar for all members. This visual customization helps users quickly identify and navigate between different workspaces.

Yes, workspaces support OAuth connections to services like GitHub, QuickBooks, Google, and more. These connections are workspace-specific, maintaining security while enabling powerful integrations.

No, each workspace has its own set of custom fields. This allows complete customization for different types of work - a sales workspace might have different fields than a project management workspace.